You’re Never a Number at Constellation Financial & 
Wealth Management Services

Only yesterday, or so it seemed, the young woman was a newborn, her parents’ newest tax dependent. But here she was, 22 years old, with financial concerns of her own.

“I remember clearly her dad coming into my office and dropping her Social Security card on my desk and saying, ‘I have another tax deduction this year,’” says Stephen P. Piotte, E.A., CEO of Constellation Financial & Wealth Management Services. “In fact, the plan I worked out with him helped her get through college, while allowing him to continue to save for his and his wife’s retirement. …Read More →

Private Wealth Management Since 1838

Managing investments is a lot like steering a ship. It is easy to stay on course in good weather, but when the sea is rough, there is nothing so reassuring as having an experienced captain at the wheel.

For nearly 175 years, Welch & Forbes has been at the helm, helping New Englanders protect their assets through all types of market conditions. Founded in 1838—before the stock market existed—this revered Boston firm originally oversaw the personal business affairs for the families of sea captains and ship owners while they traveled the world. Much …Read More →

Personalized Wealth Management for Retirement

Retirement should be a time to relax. Concerns about the global economy and uncertainty over the future of 
taxes, health care, Social Security and other variables, make it increasingly difficult to 
know which way to turn. Massachusetts-based Flagship Financial Advisors, LLC helps take the worry out of wealth management for retirees and those who are approaching retirement.

“We believe in doing the planning before we start with investment selection,” says Managing Director Paul V. Ryan Jr., CFP®. “You have to know where you want to go, before deciding how to get there.” …Read More →

Steering Client Legacies With a Steady Hand

Before she became a trusted financial advisor to her fellow North Shore residents, Pamela M. Nottingham was a registered nurse. She later became the director of admitting for two merging hospitals, leading her to pursue a graduate business degree and forge a new career path in the financial sector.

“As a nurse, I was used to looking at the big picture,” Nottingham recalls. “When I became an advisor, I had no interest in the hot stock of the day. I really wanted to focus on what was important to my clients and to help them achieve their total financial health.” …Read More →